Rezny Wealth Management

Latest statistics and disclosures from Rezny Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VUG, IVV, SMH, XLK, JEPI, and represent 75.58% of Rezny Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: XLK (+$13M), JPM, VUG, BAM, GS, IVV, QQQ, SMH, INTA, URBN.
  • Started 2 new stock positions in BAM, JPM.
  • Reduced shares in these 10 stocks: CDNS, SBUX, FLOT, VCSH, JEPI, IEF, TLT, XLF, AAPL, CLS.
  • Sold out of its positions in CDNS, SBUX.
  • Rezny Wealth Management was a net buyer of stock by $19M.
  • Rezny Wealth Management has $496M in assets under management (AUM), dropping by 3.54%.
  • Central Index Key (CIK): 0001535859

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Portfolio Holdings for Rezny Wealth Management

Rezny Wealth Management holds 38 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 31.6 $157M 321k 487.86
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Ishares Tr Core S&p500 Etf (IVV) 27.7 $137M 201k 684.94
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Vaneck Etf Trust Semiconductr Etf (SMH) 6.9 $34M +3% 96k 360.13
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Select Sector Spdr Tr State Street Tec (XLK) 5.2 $26M +98% 178k 143.97
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J P Morgan Exchange Traded F Equity Premium (JEPI) 4.2 $21M 365k 57.24
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Select Sector Spdr Tr State Street Fin (XLF) 3.8 $19M 345k 54.77
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Invesco Qqq Tr Unit Ser 1 (QQQ) 3.1 $15M +10% 25k 614.31
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Ishares Tr Fltg Rate Nt Etf (Principal) (FLOT) 2.4 $12M -10% 232k 50.86
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Ishares Tr 7-10 Yr Trsy Bd (Principal) (IEF) 1.5 $7.4M 77k 96.16
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Ishares Tr 20 Yr Tr Bd Etf (Principal) (TLT) 1.5 $7.4M 85k 87.16
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (Principal) (VCSH) 1.1 $5.6M -10% 70k 79.73
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Celestica (CLS) 0.9 $4.7M 16k 295.61
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Credo Technology Group Holdi Ordinary Shares (CRDO) 0.7 $3.5M 24k 143.89
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $3.5M 11k 313.00
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Argan (AGX) 0.7 $3.3M 11k 313.32
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JPMorgan Chase & Co. (JPM) 0.6 $3.2M NEW 9.9k 322.22
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NVIDIA Corporation (NVDA) 0.6 $3.1M 17k 186.50
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Apple (AAPL) 0.5 $2.6M 9.7k 271.87
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Microsoft Corporation (MSFT) 0.5 $2.6M 5.3k 483.69
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Tesla Motors (TSLA) 0.5 $2.4M 5.3k 449.72
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Amazon (AMZN) 0.5 $2.4M 10k 230.82
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L3harris Technologies (LHX) 0.5 $2.3M 7.8k 293.57
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Meta Platforms Cl A (META) 0.5 $2.2M 3.4k 660.09
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Urban Outfitters (URBN) 0.4 $2.2M 29k 75.26
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.1M 4.1k 502.65
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.4 $2.0M NEW 39k 52.39
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Goldman Sachs (GS) 0.4 $2.0M +730% 2.2k 879.00
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Dxp Enterprises Com New (DXPE) 0.4 $2.0M 18k 109.79
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Brinker International (EAT) 0.3 $1.7M 12k 143.52
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.4M 2.2k 627.13
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Intapp (INTA) 0.3 $1.4M +2% 30k 45.82
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Paypal Holdings (PYPL) 0.3 $1.3M 23k 58.38
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Stride (LRN) 0.2 $933k 14k 64.93
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $802k 1.2k 681.92
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $641k 2.0k 314.80
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $334k 2.3k 143.52
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $252k 650.00 386.85
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $211k 630.00 335.27
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Past Filings by Rezny Wealth Management

SEC 13F filings are viewable for Rezny Wealth Management going back to 2015

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